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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,161 | $94,031-74.3% | $115,768-79.1% | $82,448-70.7% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.4%-9.9pp | 68.1%-3.6pp |
| Annual return | 13.36% | 20.61%-7.2pp | 100.46%-87.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,503 | $2,323-35.3% | $2,940-48.9% | $2,551-41.1% |
| Participant deferral / active EE | $3,407 | $3,972-14.2% | $4,917-30.7% | $4,139-17.7% |
| Admin fee / account holder | $1,035 | $10,249-89.9% | $12,439-91.7% | $7,234-85.7% |